Tax-Deferred Savings  
This calculator is designed to help you estimate the potential future value of tax-deferred investments vs. taxable investments using an identical hypothetical annual rate of return.
     

How much have you saved so far?

$

How much do you intend to set aside each year?

$

For how many years will you save this amount?

What pre-tax annual return do you expect on these savings (0 to 10 percent)?

%

What is your marginal tax bracket?

 
   
   
National Planning Corporation
Seattle office: 4321 Powell Place South


 • Seattle, WA • 98108-1466
Phone: (206) 763-4350
(866) 463-4350 (toll-free)		 • Fax: (206) 763-4364

Los Angeles office: 5757 W. Century Blvd., Suite 700
Los Angeles, CA 90045
(310) 892-6725(phone)
(310) 563-2101(fax)
• helene.robertson@natplan.com
sanjay.das@natplan.com